Interact to see
Advertisement
Advertisement
AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$12.83
Change+$0.21 (+1.66%)
VolumeN/A
Net Assets21.05M
American Funds SMALLCAP World 529-F-2
Price$77.45
Change+$0.80 (+1.04%)
VolumeN/A
Net Assets82.43B
AVPEX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. AVPEX (21.1M). AVPEX pays higher dividends than FSWFX: AVPEX (6.76) vs FSWFX (0.96). AVPEX was incepted earlier than FSWFX: AVPEX (11 years) vs FSWFX (5 years). AVPEX (2.64) is less costly to investors than FSWFX (0.76). AVPEX has a lower initial minimum investment than FSWFX: AVPEX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 15.28 vs. AVPEX (-4.25). AVPEX return over 5 years is better than : 16.13 vs. FSWFX (-2.43).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.38 | 0.76 | 313% |
| Annual Report Gross Expense Ratio | 2.64 | 0.76 | 347% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 3.635 | 5.303 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 82.4B | 0% |
| Annual Yield % from dividends | 6.76 | 0.96 | 708% |
| Returns for 1 year | -4.25 | 15.28 | -28% |
| Returns for 3 years | 37.48 | 32.03 | 117% |
| Returns for 5 years | 16.13 | -2.43 | -664% |
| Returns for 10 years | 119.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FARX | 27.58 | -0.09 | -0.33% |
| Frontier Asset Absolute Return ETF | |||
| HGER | 25.70 | -0.16 | -0.64% |
| Harbor Commodity All-Weather StrategyETF | |||
| CEF | 52.44 | -0.50 | -0.94% |
| Sprott Physical Gold and Silver Trust | |||
| EDZ | 29.73 | -0.44 | -1.46% |
| Direxion Daily MSCI Em Mkts Bear 3X ETF | |||
| BTCO | 94.91 | -2.45 | -2.52% |
| Invesco Galaxy Bitcoin ETF | |||